dave kasten

Nvidia CEO Jensen Huang Had an Affair With a Chinese Spy, by @TheZvi thezvi.substack.com/p/nvidia…

🚨NEW: Dozens of accounts defending Jensen Huang after his affair with an alleged Chinese spy appear to be fake. They are part of a much wider pro-Nvidia campaign, linked to an Israeli influence firm that says it shut down last year… But the accounts never stopped posting. 🧵

Definitely *not* regulatory markets as described by Jack Clark in his seminal paper on the topic. Merely delegating the most important regulatory task of all time to private companies that are paid and selected by the regulated entities themselves would be unacceptably restrictive. Instead, they want a much more libertarian thing where the private regulator they pay and select is not licensed by the government or accountable to the government in any way, and also has no ability to tell Anthropic to do anything Anthropic doesn't want to do. So basically they invite their friend over to take a look at what they're doing and then their friend says "wow" and tells the rest of us "that was wild, can't tell you the details but there's some really wild stuff going on in there."

From my vantage point, it feels like a dam has broken and there is a flood of new talent entering the AI safety field! The delta is especially noticeable outside of research roles.

So Jensen was having an affair with a customer, who also happened to be a Chinese spy, for months. Lied to the board. Lied to journalists. Meanwhile pushing to sell maximum of cutting edge AI chips to China against advice of ~entire natsec community. Can't make this shit up.

It sounds like US officials have known about Jensen’s affair with a top customer since May, but the public (and Nvidia’s board!!!) only learned about it because of the excellent NYT reporting. Hugely impactful journalism.

NEW: Nat Sec Adviser Marco Rubio oversaw drafting of a highly classified memo this spring that the intel community assessed a woman who had established a close relationship w Jensen Huang was working for China's Ministry of State Security nytimes.com/2026/11/08/us/po…

That’s not a definition that works in legislation.

It is entirely possible (perhaps even likely!) that Jensen Huang is a victim, not a knowing agent run by this Chinese intelligence officer. But either way, he is compromised, and it is not tenable for him to remain in his role. ft.com/content/a55a2a22-4479…

CALL YOUR CONGRESSMAN. Tell them to get ASI banned immediately. Don't let your families die because you were worried about the potential awkwardness of a phone call.

Since August, a team within METR has worked with internal Anthropic information to assess whether AI itself is accelerating AI development. We are now publishing a report summarizing the results of this risk assessment.

2. We believe that a majority of this acceleration in capability improvement is likely now driven by AI being used in AI R&D. We aren’t sure of this, though, and did not find consensus about this among Anthropic’s staff. Non-AI factors likely played a large role in late 2025.

the self-reported uplift from Model 4 is insane

The bug is like a joke. On Alpine Linux, type 257 to 1024 characters of anything and you get root. 💀

Today, we released the National Policy for Nucleic Acid Synthesis Screening to protect American biotechnology innovation while reducing the risk of misuse. This policy establishes a new, government-wide screening requirements for synthetic DNA and the equipment used to make it. It will ensure companies selling nucleic acid sequences and synthesis equipment know their customers and prevent the malicious use of these materials and tools. This policy strengthens our Nation’s biosecurity posture by establishing rigorous U.S. government-wide procurement screening and physical security standards for synthetic biology. It replaces outdated “self-attestation” systems with robust, independent verification. It creates a dynamic, SI-powered screening layer that assesses the biological risk from nucleic acid sequences, allowing the U.S. to anticipate and prevent malicious use and help stop dangerous gain-of-function research. @NIST will issue rigorous new screening standards and @HHSGov and @USDA will certify synthetic biology providers. Together, these measures will strengthen American biosecurity, safeguard responsible innovation, and establish a global standard for safe and transparent synthetic biology tools and research.